The Practice Dashboard in Neo provides you with insights to Key Performance Indicators (KPIs) for your practice. KPIs allow you to assess the health of your practice based on measurable values that demonstrate how effectively your practice is achieving key business objectives.
You can use KPIs to compare your practice to national performance standards for practices similar to yours in size or within your geographic region.
Common examples of KPIs include:
- Average client transaction (ACT)
- Gross Sales
- Net Sales
- Number of new clients
- Number of new patients
Permissions required: Reports, Practice Dashboard
If you have permission to the Practice Dashboard, it will always be the top of the Reports list, unless you perform a search on the Reports page for a metric or keyword not associated with the dashboard. For example, adjustments, mailing, SMS.
Note: The Practice Dashboard cannot be selected as a favorite.
See FAQs: Reports for a list of frequently asked questions.
Viewing and Understanding the Practice Dashboard
- Click your name in the menu bar. Then click Reports.
- Click Practice Dashboard.
- Edit the date range, as needed.
Note: The default date range is the last calendar month. The maximum date range is 5 years. Use one of the date range presets (This Week, This Month, Last Month, etc.), or select a custom date range or specific date.- To select a custom date range, click the start date first. Then click the end date.
- To select a specific date, click the date twice.
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For multi-branch practices only. The practice dashboard will default to the logged in branch. Select a different branch or All Branches from the dropdown list, as needed.
Note: Selecting All Branches will provide a total based on activity at all branches. - Review the dashboard metrics. Repeat steps 3-4, as applicable.
- Section 1: Total Sales, Average Sales, Discounts, and Invoices
- Section 2: Gross Sales Trends, Sales by Top 5 Species, and Sales by Top 5 Product Class
- Section 3: Patient Visits and Client Visits
- Section 4: Payments and Appointments
- Section 5: Provider Performance
Tip: See the table at the end of this article for details on each section.
- Click the Print button to print the Practice Dashboard, if needed.
Note: The Provider Performance donut charts will not print. Top Species and Top Product Classes will print stacked instead of side-by-side.
Everything on the Practice Dashboard is calculated based on the last close date on closed invoices, refunds, and counter sales with at least one product; unless otherwise noted.
The practice dashboard does not include: closed consultations that do not contain any products; open (Draft) consultations; estimates, adjustments; prepayments; and write-offs.
Multi-branch practices: Uses the branch the transaction (consultation, payment, etc.) or activity (For example, appointments) was created in.
| This section of the Practice Dashboard: | Provides this information: | For this date range: | Related reports with more detail |
|---|---|---|---|
| Section 1 - Total Sales, Average Sales, Discounts, and Invoices | |||
| Gross Sales | Total dollar amount of all closed invoices before applying discounts; excluding tax. | Consultation last closed date | Sales by Product Class |
| Average gross sales | Gross Sales / # of closed invoices | ||
| Discounts | Total dollar amount of discounts applied to all closed invoices. | Consultation last closed date |
Discount Summary
Sales by Product Class |
| Net Sales | Total dollar amount of all closed invoices after applying discounts; excluding tax. | Consultation last closed date | Sales by Product Class |
| Average net sales | Net Sales / # of closed invoices | ||
| Invoices |
Total number of closed invoices, refunds, and counter sales with at least one product. Includes $0.00 invoices and counter sales.
Excludes drafts, estimates, adjustments, prepayments, and write-offs. |
Consultation last closed date |
Individual Client Payments and Invoices (Individual client transaction and invoice listing) spreadsheet Does not include $0.00 invoices and counter sales. Multi-branch practices: No branch filter. All branches display on the spreadsheet. |
| Draft Invoices | Total number of draft consultations, draft refunds, and draft counter sales. | Consultation date | Business Snapshot Statements >Drafts at this branch. Note: Drafts that do not have a dollar amount can be found on the Consultations list. |
| Section 2 - Gross Sales Trends, Sales by Top 5 Species, and Sales by Top 5 Product Class | |||
| Gross Sales Trending Graph |
A trending graph that displays gross sales for the selected date range.
Note: The X axis labels will change based on the length of the selected date range. |
Consultation last closed date | Sales by Product Class |
| Top Species | The top 5 species based on gross sales, displayed in descending order by gross sales. | Consultation last closed date | None |
| Top Product Classes | The top 5 product classes based on gross sales, displayed in descending order by gross sales. | Consultation last closed date | Sales by Product Class |
| Section 3 – Patient Visits and Client Visits | |||
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| Patient Visits |
The total number of closed invoices, refunds, and counter sales. This is the total count of all patient invoices. Note: $0 invoices are included in the total count; notes-only consultations are not included. |
Consultation last closed date | None |
| New Patients |
Total of new patients created in the selected date range. Includes active, inactive, and deceased patients. |
Patient Overview created date | New Clients and Patients >Charts |
| Active Patients |
Total number of active patients that have had a closed invoice in the last 18 months.
Multi-branch practices: An active patient is counted for the client’s current branch (“Associate ID”) on their client Overview tab, regardless of which branch created the record. |
Consultation last closed date | Patient Mailing Lists filtered to last 18 months |
| Average Patient Transaction (APT) | The average gross sale = total gross sales / total number of closed invoices. | Consultation last closed date | Average gross sales for the practice on the Gross Sales in section 1 of the practice dashboard. |
| | |||
| Client Visits |
The total number of closed invoices, refunds, and counter sales for clients. A client visit is counted once for each date they have a closed invoice in the selected date range.
This means one client visit can consist of multiple patient invoices closed on the same day. |
Consultation last closed date | None |
| New Clients |
Total of new clients created in the selected date range. Includes active and inactive clients. |
Client Overview created date | New Clients and Patients >Charts and Spreadsheet |
| Active Clients |
Total number of active clients that have had a closed invoice in the last 18 months.
Multi-branch practices: An active client is counted for the client’s current branch (“Associate ID”) on their client Overview tab, regardless of which branch created the record. |
Consultation last closed date | Client Mailing Lists filtered to last 18 months |
| Average Client Transaction (ACT) |
The average gross sale = total gross sales / client visits.
IMPORTANT: This number may not match the patient or practice average gross sale, as one client visit may consist of multiple closed patient invoices. |
Consultation last closed date. | |
| Section 4 – Payments and Appointments | |||
| Payments | |||
| Total Payments |
Total of all payments collected within the selected date range.
Multi-branch practices: Based on the logged in branch when payment was recorded. |
Payment Date |
Payment Summary
Individual Client Payments and Invoices >Individual client payments spreadsheet |
| Outstanding |
Total outstanding debt as of the end date on the selected date range.
Note: This does not include write-offs.
Multi-branch practices: Based on the client’s current branch (“Associate ID”) on their client Overview tab. |
Consultation last closed date |
Business Snapshot
Statements > Outstanding Invoices |
| Top 5 Payment Methods |
Top 5 payment methods.
Hover over the donut chart to view the payment method and total amount.
Multi-branch practices: Based on the logged in branch when payment was recorded. |
Payment Date |
Payment Summary
Individual Client Payments and Invoices >Individual client payments spreadsheet |
| Appointments | |||
| Top 5 Appointments |
Top 5 appointment types.
Hover over the donut chart to view the number of scheduled appointments for each of the top 5 appointment types.
Multi-branch practices: Based on the branch the appointment was created in. |
Appointment Date | Appointment Summary |
| Total Appointments |
Total number of all appointments on the Schedule in the selected date range. Includes Not Arrived, Late, No Show, In Progress, Ready to Pay, and Finalized appointments. Does not include deleted or Cancelled appointments.
Multi-branch practices: Based on the branch the appointment was created in. |
Appointment Date | Appointment Summary |
| Not Arrived |
Total number of appointments with a status of Not Arrived, Late, or No Show.
Multi-branch practices: Based on the branch the appointment was created in. |
Appointment Date | Appointment Summary |
| Cancelled |
Total number of appointments tracked as Cancelled when removed from the Schedule. Does not include appointments tracked as Deleted. Multi-branch practices: Based on the branch the appointment was created in. |
Appointment Date | Appointment Audit List |
| Section 5 – Provider Performance | |||
| Provider Performance |
Provider metrics are based on the line item provider for invoices closed in the selected date range.
Note: Calculating production based on paid invoices is not currently available. |
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| Invoices | Total number of closed invoices, refunds, and counter sales where the provider was selected on a consultation line. | Consultation last closed date | None |
| Average Provider Transaction | Total provider gross sales / total # of provider invoices. | Consultation last closed date | None |
| Gross Sales per Provider |
Total consultation line sales amounts before applying discounts; excluding tax.
Note: Provider Performance is sorted by descending gross sales. |
Consultation last closed date | Sales by Product Class - filtered by Line Item Provider |
| Net Sales per Provider | Total consultation line sales amounts after applying discounts, excluding tax. | Consultation last closed date | Sales by Product Class – filtered by Line Item Provider |
| Provider Percentage |
The percentage of the practice’s gross sales contributed by the provider’s gross sales.
Hover over the donut chart to display the percentages. |
Consultation last closed date | None |